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NewEdge Advisors Portfolio holdings

AUM $27.6B
1-Year Est. Return 21.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8B
AUM Growth
+$4.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,384
New
Increased
Reduced
Closed

Top Buys

1
+$43.3M
2
+$29.5M
3
+$29.3M
4
NVS icon
Novartis
NVS
+$28.8M
5
ED icon
Consolidated Edison
ED
+$28.6M

Top Sells

1
+$39.8M
2
+$30.3M
3
+$29.7M
4
ADM icon
Archer Daniels Midland
ADM
+$28.3M
5
UNH icon
UnitedHealth
UNH
+$26.7M

Sector Composition

1 Technology 11.78%
2 Healthcare 6.33%
3 Financials 5.98%
4 Consumer Discretionary 4.55%
5 Industrials 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$47.4K ﹤0.01%
277
-502
2027
$47.3K ﹤0.01%
1,150
-1,250
2028
$47.2K ﹤0.01%
416
-9
2029
$47K ﹤0.01%
2,109
-500
2030
$47K ﹤0.01%
940
+46
2031
$46.7K ﹤0.01%
461
-13,474
2032
$46.2K ﹤0.01%
1,012
+24
2033
$46.2K ﹤0.01%
335
-11
2034
$46.1K ﹤0.01%
653
-2,436
2035
$46K ﹤0.01%
250
-15
2036
$45.9K ﹤0.01%
232
-156
2037
$45.9K ﹤0.01%
842
+539
2038
$45.9K ﹤0.01%
1,788
-520
2039
$45.5K ﹤0.01%
1,422
+352
2040
$45.2K ﹤0.01%
1,134
-298
2041
$45.2K ﹤0.01%
3,361
-3,229
2042
$45.1K ﹤0.01%
792
-336
2043
$44.8K ﹤0.01%
322
-189
2044
$44.4K ﹤0.01%
1,887
-2,817
2045
$44.4K ﹤0.01%
1,338
-682
2046
$44K ﹤0.01%
883
+209
2047
$44K ﹤0.01%
522
-663
2048
$43.7K ﹤0.01%
1,315
2049
$43.5K ﹤0.01%
1,050
2050
$43.5K ﹤0.01%
725
-76,884
80 81
82
83 84